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Image for Perigon Wealth Management LLC Buys 276 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)

Perigon Wealth Management LLC Buys 276 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)

Perigon Wealth Management LLC lifted its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 5.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Perigon Wealth Management LLC Buys 157 Shares of Elevance Health, Inc. (NYSE:ELV)

Perigon Wealth Management LLC Buys 157 Shares of Elevance Health, Inc. (NYSE:ELV)

Perigon Wealth Management LLC boosted its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 8.4% during the 4th quarter, HoldingsChannel reports. The fund owned 2,018 shares of the company’s stock after... More of this article »
Image for Global X Uranium ETF (NYSEARCA:URA) Shares Purchased by Perigon Wealth Management LLC

Global X Uranium ETF (NYSEARCA:URA) Shares Purchased by Perigon Wealth Management LLC

Perigon Wealth Management LLC increased its position in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 13.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Stryker Co. (NYSE:SYK) Shares Bought by Perigon Wealth Management LLC

Stryker Co. (NYSE:SYK) Shares Bought by Perigon Wealth Management LLC

Perigon Wealth Management LLC grew its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 4.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Perigon Wealth Management LLC Has $871,000 Position in General Motors (NYSE:GM)

Perigon Wealth Management LLC Has $871,000 Position in General Motors (NYSE:GM)

Perigon Wealth Management LLC lowered its position in shares of General Motors (NYSE:GM – Free Report) (TSE:GMM.U) by 34.3% in the fourth quarter, Holdings Channel reports. The firm owned 24,243 shares of the auto manufacturer’s... More of this article »
Image for Perigon Wealth Management LLC Sells 1,342 Shares of Pioneer Natural Resources (NYSE:PXD)

Perigon Wealth Management LLC Sells 1,342 Shares of Pioneer Natural Resources (NYSE:PXD)

Perigon Wealth Management LLC decreased its position in Pioneer Natural Resources (NYSE:PXD – Free Report) by 21.7% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Image for Mayport LLC Sells 55 Shares of The Home Depot, Inc. (NYSE:HD)

Mayport LLC Sells 55 Shares of The Home Depot, Inc. (NYSE:HD)

Mayport LLC lowered its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Perigon Wealth Management LLC Grows Stock Holdings in Broadstone Net Lease, Inc. (NYSE:BNL)

Perigon Wealth Management LLC Grows Stock Holdings in Broadstone Net Lease, Inc. (NYSE:BNL)

Perigon Wealth Management LLC grew its holdings in Broadstone Net Lease, Inc. (NYSE:BNL – Free Report) by 1.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Mutual of America Capital Management LLC Has $5.88 Million Position in Aflac Incorporated (NYSE:AFL)

Mutual of America Capital Management LLC Has $5.88 Million Position in Aflac Incorporated (NYSE:AFL)

Mutual of America Capital Management LLC cut its stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 5.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Kennedy Investment Group Trims Stake in Visa Inc. (NYSE:V)

Kennedy Investment Group Trims Stake in Visa Inc. (NYSE:V)

Kennedy Investment Group reduced its position in Visa Inc. (NYSE:V – Free Report) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,060... More of this article »
Image for Perigon Wealth Management LLC Decreases Stock Position in Target Co. (NYSE:TGT)

Perigon Wealth Management LLC Decreases Stock Position in Target Co. (NYSE:TGT)

Perigon Wealth Management LLC cut its stake in Target Co. (NYSE:TGT – Free Report) by 21.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for DuPont de Nemours, Inc. (NYSE:DD) Shares Sold by Valeo Financial Advisors LLC

DuPont de Nemours, Inc. (NYSE:DD) Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC decreased its position in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for The Bank of New York Mellon Co. (NYSE:BK) Shares Purchased by Valeo Financial Advisors LLC

The Bank of New York Mellon Co. (NYSE:BK) Shares Purchased by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC grew its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 7.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Valeo Financial Advisors LLC Sells 4,255 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Valeo Financial Advisors LLC Sells 4,255 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Valeo Financial Advisors LLC lessened its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 29.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for iShares MSCI EAFE Value ETF (BATS:EFV) Stake Cut by Valeo Financial Advisors LLC

iShares MSCI EAFE Value ETF (BATS:EFV) Stake Cut by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC cut its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 2.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 11,306 shares of the company’s... More of this article »
Image for Sapient Capital LLC Makes New Investment in F5, Inc. (NASDAQ:FFIV)

Sapient Capital LLC Makes New Investment in F5, Inc. (NASDAQ:FFIV)

Sapient Capital LLC bought a new position in F5, Inc. (NASDAQ:FFIV – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 3,042... More of this article »
Image for Valeo Financial Advisors LLC Has $644,000 Stock Holdings in Leggett & Platt, Incorporated (NYSE:LEG)

Valeo Financial Advisors LLC Has $644,000 Stock Holdings in Leggett & Platt, Incorporated (NYSE:LEG)

Valeo Financial Advisors LLC lowered its stake in shares of Leggett & Platt, Incorporated (NYSE:LEG – Free Report) by 39.8% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Valeo Financial Advisors LLC

Vanguard ESG US Stock ETF (BATS:ESGV) Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC decreased its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 1.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 7,547 shares of the company’s... More of this article »
Image for Sapient Capital LLC Buys Shares of 49,080 Exxon Mobil Co. (NYSE:XOM)

Sapient Capital LLC Buys Shares of 49,080 Exxon Mobil Co. (NYSE:XOM)

Sapient Capital LLC bought a new stake in Exxon Mobil Co. (NYSE:XOM – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 49,080 shares of the... More of this article »
Image for Sapient Capital LLC Takes Position in Jones Lang LaSalle Incorporated (NYSE:JLL)

Sapient Capital LLC Takes Position in Jones Lang LaSalle Incorporated (NYSE:JLL)

Sapient Capital LLC acquired a new stake in Jones Lang LaSalle Incorporated (NYSE:JLL – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for 108,404 Shares in Alphabet Inc. (NASDAQ:GOOG) Purchased by Sapient Capital LLC

108,404 Shares in Alphabet Inc. (NASDAQ:GOOG) Purchased by Sapient Capital LLC

Sapient Capital LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Image for Janiczek Wealth Management LLC Sells 63 Shares of ANSYS, Inc. (NASDAQ:ANSS)

Janiczek Wealth Management LLC Sells 63 Shares of ANSYS, Inc. (NASDAQ:ANSS)

Janiczek Wealth Management LLC lowered its stake in ANSYS, Inc. (NASDAQ:ANSS – Free Report) by 36.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 110 shares of the software maker’s stock after selling... More of this article »
Image for Arbor Investment Advisors LLC Has $690,000 Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Arbor Investment Advisors LLC Has $690,000 Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Arbor Investment Advisors LLC boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for PFS Partners LLC Buys 7,911 Shares of Exxon Mobil Co. (NYSE:XOM)

PFS Partners LLC Buys 7,911 Shares of Exxon Mobil Co. (NYSE:XOM)

PFS Partners LLC boosted its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 73.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Sold by G&S Capital LLC

Exxon Mobil Co. (NYSE:XOM) Shares Sold by G&S Capital LLC

G&S Capital LLC lowered its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 84.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 3,081 shares of the oil and gas company’s stock... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) is Cardinal Capital Management’s 7th Largest Position

Exxon Mobil Co. (NYSE:XOM) is Cardinal Capital Management’s 7th Largest Position

Cardinal Capital Management reduced its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Morton Brown Family Wealth LLC Raises Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Morton Brown Family Wealth LLC Raises Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Morton Brown Family Wealth LLC raised its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 270.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Round Rock Advisors LLC Acquires 50,295 Shares of Alphabet Inc. (NASDAQ:GOOG)

Round Rock Advisors LLC Acquires 50,295 Shares of Alphabet Inc. (NASDAQ:GOOG)

Round Rock Advisors LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1,465.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) Shares Purchased by Signature Estate & Investment Advisors LLC

Alphabet Inc. (NASDAQ:GOOG) Shares Purchased by Signature Estate & Investment Advisors LLC

Signature Estate & Investment Advisors LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Bleakley Financial Group LLC Increases Stake in JPMorgan Chase & Co. (NYSE:JPM)

Bleakley Financial Group LLC Increases Stake in JPMorgan Chase & Co. (NYSE:JPM)

Bleakley Financial Group LLC lifted its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Janiczek Wealth Management LLC Has $26,000 Stock Position in Fortinet, Inc. (NASDAQ:FTNT)

Janiczek Wealth Management LLC Has $26,000 Stock Position in Fortinet, Inc. (NASDAQ:FTNT)

Janiczek Wealth Management LLC reduced its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 36.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Janiczek Wealth Management LLC Sells 2,514 Shares of Cousins Properties Incorporated (NYSE:CUZ)

Janiczek Wealth Management LLC Sells 2,514 Shares of Cousins Properties Incorporated (NYSE:CUZ)

Janiczek Wealth Management LLC lessened its stake in Cousins Properties Incorporated (NYSE:CUZ – Free Report) by 58.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Cerity Partners LLC Raises Stake in Jacobs Solutions Inc. (NYSE:J)

Cerity Partners LLC Raises Stake in Jacobs Solutions Inc. (NYSE:J)

Cerity Partners LLC boosted its stake in Jacobs Solutions Inc. (NYSE:J – Free Report) by 109.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 114,270 shares of the... More of this article »
Image for iShares MSCI ACWI ETF (NASDAQ:ACWI) Stake Raised by Cerity Partners LLC

iShares MSCI ACWI ETF (NASDAQ:ACWI) Stake Raised by Cerity Partners LLC

Cerity Partners LLC increased its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 165.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Janiczek Wealth Management LLC Trims Stock Holdings in NICE Ltd. (NASDAQ:NICE)

Janiczek Wealth Management LLC Trims Stock Holdings in NICE Ltd. (NASDAQ:NICE)

Janiczek Wealth Management LLC decreased its holdings in NICE Ltd. (NASDAQ:NICE – Free Report) by 41.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for GHP Investment Advisors Inc. Reduces Position in Eaton Co. plc (NYSE:ETN)

GHP Investment Advisors Inc. Reduces Position in Eaton Co. plc (NYSE:ETN)

GHP Investment Advisors Inc. lessened its position in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 11.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Cerity Partners LLC Boosts Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

Cerity Partners LLC Boosts Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

Cerity Partners LLC boosted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 35.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Eastman Chemical (NYSE:EMN) Position Raised by Cerity Partners LLC

Eastman Chemical (NYSE:EMN) Position Raised by Cerity Partners LLC

Cerity Partners LLC increased its position in shares of Eastman Chemical (NYSE:EMN – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Sequoia Financial Advisors LLC Purchases 18,806 Shares of Enbridge Inc. (NYSE:ENB)

Sequoia Financial Advisors LLC Purchases 18,806 Shares of Enbridge Inc. (NYSE:ENB)

Sequoia Financial Advisors LLC grew its stake in Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 131.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Mutual of America Capital Management LLC Cuts Stock Holdings in Digital Realty Trust, Inc. (NYSE:DLR)

Mutual of America Capital Management LLC Cuts Stock Holdings in Digital Realty Trust, Inc. (NYSE:DLR)

Mutual of America Capital Management LLC decreased its holdings in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 4.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Cerity Partners LLC Has $20.50 Million Stake in Marathon Petroleum Co. (NYSE:MPC)

Cerity Partners LLC Has $20.50 Million Stake in Marathon Petroleum Co. (NYSE:MPC)

Cerity Partners LLC grew its stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 22.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Cerity Partners LLC Buys 115,040 Shares of Ingersoll Rand Inc. (NYSE:IR)

Cerity Partners LLC Buys 115,040 Shares of Ingersoll Rand Inc. (NYSE:IR)

Cerity Partners LLC raised its stake in Ingersoll Rand Inc. (NYSE:IR – Free Report) by 78.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Cerity Partners LLC Has $20.09 Million Position in ConocoPhillips (NYSE:COP)

Cerity Partners LLC Has $20.09 Million Position in ConocoPhillips (NYSE:COP)

Cerity Partners LLC grew its holdings in ConocoPhillips (NYSE:COP – Free Report) by 13.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Geneos Wealth Management Inc. Cuts Position in Devon Energy Co. (NYSE:DVN)

Geneos Wealth Management Inc. Cuts Position in Devon Energy Co. (NYSE:DVN)

Geneos Wealth Management Inc. decreased its position in shares of Devon Energy Co. (NYSE:DVN – Free Report) by 38.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for NewEdge Wealth LLC Reduces Stock Holdings in NXP Semiconductors (NASDAQ:NXPI)

NewEdge Wealth LLC Reduces Stock Holdings in NXP Semiconductors (NASDAQ:NXPI)

NewEdge Wealth LLC lowered its position in NXP Semiconductors (NASDAQ:NXPI – Free Report) by 1.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for RFG Advisory LLC Trims Stock Position in Chubb Limited (NYSE:CB)

RFG Advisory LLC Trims Stock Position in Chubb Limited (NYSE:CB)

RFG Advisory LLC trimmed its position in Chubb Limited (NYSE:CB – Free Report) by 9.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for O Brien Wealth Partners LLC Purchases 296 Shares of Johnson & Johnson (NYSE:JNJ)

O Brien Wealth Partners LLC Purchases 296 Shares of Johnson & Johnson (NYSE:JNJ)

O Brien Wealth Partners LLC increased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 14.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Stake Reduced by Spectrum Asset Management Inc. NB CA

Alphabet Inc. (NASDAQ:GOOGL) Stake Reduced by Spectrum Asset Management Inc. NB CA

Spectrum Asset Management Inc. NB CA cut its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 24.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Moseley Investment Management Inc. Has $2.47 Million Position in Johnson & Johnson (NYSE:JNJ)

Moseley Investment Management Inc. Has $2.47 Million Position in Johnson & Johnson (NYSE:JNJ)

Moseley Investment Management Inc. reduced its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 9.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Vahanian & Associates Financial Planning Inc. Has $654,000 Stock Position in NVIDIA Co. (NASDAQ:NVDA)

Vahanian & Associates Financial Planning Inc. Has $654,000 Stock Position in NVIDIA Co. (NASDAQ:NVDA)

Vahanian & Associates Financial Planning Inc. lowered its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 10.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Western Financial Corp CA Reduces Stake in NVIDIA Co. (NASDAQ:NVDA)

Western Financial Corp CA Reduces Stake in NVIDIA Co. (NASDAQ:NVDA)

Western Financial Corp CA cut its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Universal Co. (NYSE:UVV) Stock Position Lifted by ORG Partners LLC

Universal Co. (NYSE:UVV) Stock Position Lifted by ORG Partners LLC

ORG Partners LLC lifted its holdings in Universal Co. (NYSE:UVV – Free Report) by 4,318.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,744 shares... More of this article »
Image for iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Purchased by ORG Partners LLC

iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Purchased by ORG Partners LLC

ORG Partners LLC boosted its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1,209.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for ORG Partners LLC Has $400,000 Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

ORG Partners LLC Has $400,000 Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

ORG Partners LLC grew its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 748.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Raised by Bull Oak Capital LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Raised by Bull Oak Capital LLC

Bull Oak Capital LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 48,493 shares of the company’s... More of this article »
Image for CorVel Co. (NASDAQ:CRVL) Shares Sold by NewEdge Wealth LLC

CorVel Co. (NASDAQ:CRVL) Shares Sold by NewEdge Wealth LLC

NewEdge Wealth LLC reduced its holdings in CorVel Co. (NASDAQ:CRVL – Free Report) by 1.9% during the 4th quarter, Holdings Channel reports. The fund owned 10,391 shares of the business services provider’s stock after selling... More of this article »
Image for NewEdge Wealth LLC Grows Stake in Automatic Data Processing, Inc. (NASDAQ:ADP)

NewEdge Wealth LLC Grows Stake in Automatic Data Processing, Inc. (NASDAQ:ADP)

NewEdge Wealth LLC raised its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 10.7% during the fourth quarter, Holdings Channel reports. The fund owned 10,945 shares of the business services provider’s... More of this article »
Image for Interactive Brokers Group, Inc. (NASDAQ:IBKR) Shares Bought by NewEdge Wealth LLC

Interactive Brokers Group, Inc. (NASDAQ:IBKR) Shares Bought by NewEdge Wealth LLC

NewEdge Wealth LLC raised its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 3.7% in the fourth quarter, Holdings Channel reports. The fund owned 31,808 shares of the financial services provider’s... More of this article »
Image for NewEdge Wealth LLC Acquires Shares of 9,638 Kadant Inc. (NYSE:KAI)

NewEdge Wealth LLC Acquires Shares of 9,638 Kadant Inc. (NYSE:KAI)

NewEdge Wealth LLC bought a new position in shares of Kadant Inc. (NYSE:KAI – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for NewEdge Wealth LLC Lowers Stock Position in RBC Bearings Incorporated (NYSE:RBC)

NewEdge Wealth LLC Lowers Stock Position in RBC Bearings Incorporated (NYSE:RBC)

NewEdge Wealth LLC cut its position in shares of RBC Bearings Incorporated (NYSE:RBC – Free Report) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for NewEdge Wealth LLC Acquires 1,451 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

NewEdge Wealth LLC Acquires 1,451 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

NewEdge Wealth LLC lifted its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 14.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for NewEdge Wealth LLC Sells 490 Shares of Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG)

NewEdge Wealth LLC Sells 490 Shares of Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG)

NewEdge Wealth LLC reduced its position in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG – Free Report) by 0.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for NewEdge Wealth LLC Trims Stock Position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

NewEdge Wealth LLC Trims Stock Position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

NewEdge Wealth LLC lessened its stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 8.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for NewEdge Wealth LLC Boosts Stock Position in NetEase, Inc. (NASDAQ:NTES)

NewEdge Wealth LLC Boosts Stock Position in NetEase, Inc. (NASDAQ:NTES)

NewEdge Wealth LLC increased its stake in shares of NetEase, Inc. (NASDAQ:NTES – Free Report) by 54.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for NewEdge Wealth LLC Trims Stake in Synopsys, Inc. (NASDAQ:SNPS)

NewEdge Wealth LLC Trims Stake in Synopsys, Inc. (NASDAQ:SNPS)

NewEdge Wealth LLC reduced its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for SiteOne Landscape Supply, Inc. (NYSE:SITE) Holdings Lifted by NewEdge Wealth LLC

SiteOne Landscape Supply, Inc. (NYSE:SITE) Holdings Lifted by NewEdge Wealth LLC

NewEdge Wealth LLC boosted its position in shares of SiteOne Landscape Supply, Inc. (NYSE:SITE – Free Report) by 3.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for NewEdge Wealth LLC Has $3.14 Million Stock Holdings in Allegion plc (NYSE:ALLE)

NewEdge Wealth LLC Has $3.14 Million Stock Holdings in Allegion plc (NYSE:ALLE)

NewEdge Wealth LLC increased its holdings in Allegion plc (NYSE:ALLE – Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for NewEdge Wealth LLC Purchases 604 Shares of Darden Restaurants, Inc. (NYSE:DRI)

NewEdge Wealth LLC Purchases 604 Shares of Darden Restaurants, Inc. (NYSE:DRI)

NewEdge Wealth LLC boosted its position in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Chevron Co. (NYSE:CVX) Shares Sold by Garland Capital Management Inc.

Chevron Co. (NYSE:CVX) Shares Sold by Garland Capital Management Inc.

Garland Capital Management Inc. cut its stake in Chevron Co. (NYSE:CVX – Free Report) by 4.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,216... More of this article »
Image for Perigon Wealth Management LLC Has $884,000 Stock Holdings in Roper Technologies, Inc. (NYSE:ROP)

Perigon Wealth Management LLC Has $884,000 Stock Holdings in Roper Technologies, Inc. (NYSE:ROP)

Perigon Wealth Management LLC raised its holdings in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 55.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Perigon Wealth Management LLC Purchases 413 Shares of Amplify Cybersecurity ETF (NYSEARCA:HACK)

Perigon Wealth Management LLC Purchases 413 Shares of Amplify Cybersecurity ETF (NYSEARCA:HACK)

Perigon Wealth Management LLC increased its position in Amplify Cybersecurity ETF (NYSEARCA:HACK – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Air Products and Chemicals, Inc. (NYSE:APD) Shares Sold by Clarius Group LLC

Air Products and Chemicals, Inc. (NYSE:APD) Shares Sold by Clarius Group LLC

Clarius Group LLC reduced its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 4.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Deroy & Devereaux Private Investment Counsel Inc. Has $29.83 Million Stake in Chevron Co. (NYSE:CVX)

Deroy & Devereaux Private Investment Counsel Inc. Has $29.83 Million Stake in Chevron Co. (NYSE:CVX)

Deroy & Devereaux Private Investment Counsel Inc. lessened its position in Chevron Co. (NYSE:CVX – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Chevron Co. (NYSE:CVX) Shares Bought by Costello Asset Management INC

Chevron Co. (NYSE:CVX) Shares Bought by Costello Asset Management INC

Costello Asset Management INC raised its position in Chevron Co. (NYSE:CVX – Free Report) by 4.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,890... More of this article »
Image for Clarius Group LLC Boosts Position in Thomson Reuters Co. (NYSE:TRI)

Clarius Group LLC Boosts Position in Thomson Reuters Co. (NYSE:TRI)

Clarius Group LLC grew its holdings in shares of Thomson Reuters Co. (NYSE:TRI – Free Report) (TSE:TRI) by 12.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,626 shares... More of this article »
Image for Clarius Group LLC Grows Position in British American Tobacco p.l.c. (NYSE:BTI)

Clarius Group LLC Grows Position in British American Tobacco p.l.c. (NYSE:BTI)

Clarius Group LLC boosted its stake in shares of British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 40.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Chevron Co. (NYSE:CVX) Shares Acquired by Citizens National Bank Trust Department

Chevron Co. (NYSE:CVX) Shares Acquired by Citizens National Bank Trust Department

Citizens National Bank Trust Department increased its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 51,268 shares of the... More of this article »
Image for Perigon Wealth Management LLC Acquires 3,380 Shares of ARK Genomic Revolution ETF (BATS:ARKG)

Perigon Wealth Management LLC Acquires 3,380 Shares of ARK Genomic Revolution ETF (BATS:ARKG)

Perigon Wealth Management LLC boosted its holdings in ARK Genomic Revolution ETF (BATS:ARKG – Free Report) by 12.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Perigon Wealth Management LLC Grows Position in Mondelez International, Inc. (NASDAQ:MDLZ)

Perigon Wealth Management LLC Grows Position in Mondelez International, Inc. (NASDAQ:MDLZ)

Perigon Wealth Management LLC lifted its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Perigon Wealth Management LLC Has $943,000 Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Perigon Wealth Management LLC Has $943,000 Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Perigon Wealth Management LLC raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 7.9% in the fourth quarter, according to its most recent filing with the SEC. The... More of this article »
Image for Perigon Wealth Management LLC Acquires 706 Shares of iShares Biotechnology ETF (NASDAQ:IBB)

Perigon Wealth Management LLC Acquires 706 Shares of iShares Biotechnology ETF (NASDAQ:IBB)

Perigon Wealth Management LLC boosted its holdings in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 11.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Spotify Technology S.A. (NYSE:SPOT) Shares Purchased by Perigon Wealth Management LLC

Spotify Technology S.A. (NYSE:SPOT) Shares Purchased by Perigon Wealth Management LLC

Perigon Wealth Management LLC boosted its position in Spotify Technology S.A. (NYSE:SPOT – Free Report) by 2.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Perigon Wealth Management LLC Sells 38 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Perigon Wealth Management LLC Sells 38 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

Perigon Wealth Management LLC reduced its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 1.2% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Perigon Wealth Management LLC Reduces Position in Enphase Energy, Inc. (NASDAQ:ENPH)

Perigon Wealth Management LLC Reduces Position in Enphase Energy, Inc. (NASDAQ:ENPH)

Perigon Wealth Management LLC cut its stake in shares of Enphase Energy, Inc. (NASDAQ:ENPH – Free Report) by 19.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Perigon Wealth Management LLC Buys 6,225 Shares of VanEck Gold Miners ETF (NYSEARCA:GDX)

Perigon Wealth Management LLC Buys 6,225 Shares of VanEck Gold Miners ETF (NYSEARCA:GDX)

Perigon Wealth Management LLC grew its holdings in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 20.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 36,269 shares of the exchange traded... More of this article »
Image for Perigon Wealth Management LLC Buys 281 Shares of Arista Networks, Inc. (NYSE:ANET)

Perigon Wealth Management LLC Buys 281 Shares of Arista Networks, Inc. (NYSE:ANET)

Perigon Wealth Management LLC raised its stake in Arista Networks, Inc. (NYSE:ANET – Free Report) by 6.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Perigon Wealth Management LLC Makes New Investment in JPMorgan Active Growth ETF (NYSEARCA:JGRO)

Perigon Wealth Management LLC Makes New Investment in JPMorgan Active Growth ETF (NYSEARCA:JGRO)

Perigon Wealth Management LLC acquired a new position in JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Mutual of America Capital Management LLC Sells 1,775 Shares of Repligen Co. (NASDAQ:RGEN)

Mutual of America Capital Management LLC Sells 1,775 Shares of Repligen Co. (NASDAQ:RGEN)

Mutual of America Capital Management LLC trimmed its holdings in shares of Repligen Co. (NASDAQ:RGEN – Free Report) by 5.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Evergy, Inc. (NYSE:EVRG) Shares Bought by Mutual of America Capital Management LLC

Evergy, Inc. (NYSE:EVRG) Shares Bought by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC lifted its holdings in Evergy, Inc. (NYSE:EVRG – Free Report) by 16.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Mutual of America Capital Management LLC Trims Stock Holdings in Webster Financial Co. (NYSE:WBS)

Mutual of America Capital Management LLC Trims Stock Holdings in Webster Financial Co. (NYSE:WBS)

Mutual of America Capital Management LLC decreased its position in Webster Financial Co. (NYSE:WBS – Free Report) by 4.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for DICK’S Sporting Goods, Inc. (NYSE:DKS) Shares Sold by Mutual of America Capital Management LLC

DICK’S Sporting Goods, Inc. (NYSE:DKS) Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC lessened its position in shares of DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) by 6.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 37,939... More of this article »
Image for Perigon Wealth Management LLC Grows Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Perigon Wealth Management LLC Grows Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Perigon Wealth Management LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 7.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Perigon Wealth Management LLC Increases Position in Gartner, Inc. (NYSE:IT)

Perigon Wealth Management LLC Increases Position in Gartner, Inc. (NYSE:IT)

Perigon Wealth Management LLC grew its holdings in Gartner, Inc. (NYSE:IT – Free Report) by 3.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 2,914 shares of the information technology... More of this article »
Image for Cloudflare, Inc. (NYSE:NET) Shares Bought by Perigon Wealth Management LLC

Cloudflare, Inc. (NYSE:NET) Shares Bought by Perigon Wealth Management LLC

Perigon Wealth Management LLC boosted its stake in shares of Cloudflare, Inc. (NYSE:NET – Free Report) by 72.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Mutual of America Capital Management LLC Sells 4,676 Shares of Copart, Inc. (NASDAQ:CPRT)

Mutual of America Capital Management LLC Sells 4,676 Shares of Copart, Inc. (NASDAQ:CPRT)

Mutual of America Capital Management LLC lessened its holdings in Copart, Inc. (NASDAQ:CPRT – Free Report) by 3.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Perigon Wealth Management LLC Increases Position in Charter Communications, Inc. (NASDAQ:CHTR)

Perigon Wealth Management LLC Increases Position in Charter Communications, Inc. (NASDAQ:CHTR)

Perigon Wealth Management LLC increased its stake in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 1.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 3,461 shares of the company’s stock... More of this article »
Image for Perigon Wealth Management LLC Cuts Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Perigon Wealth Management LLC Cuts Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Perigon Wealth Management LLC trimmed its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 4.7% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Perigon Wealth Management LLC Has $35.19 Million Stock Position in The Home Depot, Inc. (NYSE:HD)

Perigon Wealth Management LLC Has $35.19 Million Stock Position in The Home Depot, Inc. (NYSE:HD)

Perigon Wealth Management LLC increased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 10.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 101,553 shares of the home improvement retailer’s... More of this article »
Image for Mosaic Family Wealth Partners LLC Buys 418 Shares of The Home Depot, Inc. (NYSE:HD)

Mosaic Family Wealth Partners LLC Buys 418 Shares of The Home Depot, Inc. (NYSE:HD)

Mosaic Family Wealth Partners LLC increased its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 23.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,202... More of this article »
Image for 3,775 Shares in Dollar General Co. (NYSE:DG) Acquired by Valeo Financial Advisors LLC

3,775 Shares in Dollar General Co. (NYSE:DG) Acquired by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC purchased a new position in Dollar General Co. (NYSE:DG – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 3,775 shares... More of this article »